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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
FNY Investment Advisers
New York
| US$2.8億 | +US$5123萬 | +22% | 35.9% | 386% | 1,149 | 51.09% | 0.7 |
|
| 5502 |
SLA
5502
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$2.8億 | +US$2783萬 | +11% | 17.6% | 76.7% | 110 | 7.27% | 4.7 |
|
| 5503 |
5503
Bayshore Asset Management
Coral Gables,
Florida
| US$2.8億 | +US$2859萬 | +11% | 12.1% | 66.1% | 52 | 23.08% | 2.6 |
|
| 5504 |
5504
Orange County Employees Retirement System
Santa Ana,
California
| US$2.8億 | +US$4088萬 | +17% | 9.95% | – | 2 | 0% | 0.5 |
|
| 5505 |
5505
Keener Financial Planning
Keller,
Texas
| US$2.8億 | +US$4164萬 | +17% | 13.7% | – | 63 | 11.11% | 2.1 |
|
| 5506 |
MFC
5506
Mechanics Financial Corp
Mansfield,
Ohio
| US$2.8億 | +US$4085萬 | +17% | 18.1% | 81.6% | 302 | 25.17% | 2.7 |
|
| 5507 |
5507
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$2.79億 | +US$3254萬 | +13% | 12.7% | 58.7% | 57 | 12.28% | 5 |
|
| 5508 |
5508
Invenio Wealth Partners
Coral Gables,
Florida
| US$2.79億 | +US$2735萬 | +11% | 12.5% | 55.5% | 96 | 14.58% | 2 |
|
| 5509 |
5509
REDW Wealth
Albuquerque,
New Mexico
| US$2.79億 | +US$2836萬 | +11% | 12% | 59.1% | 106 | 8.49% | 4.5 |
|
| 5510 |
5510
Roubaix Capital
Denver,
Colorado
| US$2.79億 | +US$6462萬 | +30% | 43.6% | 174% | 71 | 69.01% | 0.4 |
|
| 5511 |
MAS
5511
Madden Advisory Services
Jacksonville,
Florida
| US$2.79億 | +US$2502萬 | +10% | 11.3% | 52.3% | 110 | 1.82% | 5.9 |
|
| 5512 |
YP
5512
YANKCOM Partnership
Yankton,
South Dakota
| US$2.79億 | +US$3557萬 | +15% | 12.2% | – | 388 | 25.77% | 1.2 |
|
| 5513 |
5513
Campbell Capital Management
Miami,
Florida
| US$2.79億 | +US$6961萬 | +33% | 35.1% | – | 40 | 30% | 2.3 |
|
| 5514 |
5514
Ruggaard & Associates
Hudson,
Ohio
| US$2.79億 | +US$2632萬 | +10% | 10.1% | 47.6% | 132 | 10.61% | 2.4 |
|
| 5515 |
5515
Altman Advisors
Chicago,
Illinois
| US$2.79億 | +US$3739萬 | +15% | 20% | 127% | 97 | 24.74% | 2.6 |
|
| 5516 |
5516
Cresta Advisors
Laredo,
Texas
| US$2.79億 | +US$3438萬 | +14% | 12.8% | 66.8% | 55 | 5.45% | 2.6 |
|
| 5517 |
5517
Optimize Financial
Laguna Hills,
California
| US$2.78億 | +US$7508萬 | +37% | 69.9% | – | 304 | 5.59% | 0.6 |
|
| 5518 |
5518
Yarger Wealth Strategies
Westerville,
Ohio
| US$2.78億 | +US$2993萬 | +12% | 14% | 55.1% | 141 | 15.6% | 2.2 |
|
| 5519 |
CIS
5519
Custom Index Systems
New York
| US$2.78億 | +US$4869萬 | +21% | 21.2% | – | 543 | 57.09% | 0.5 |
|
| 5520 |
5520
Shaker Investments
Cleveland,
Ohio
| US$2.78億 | +US$5851萬 | +27% | 41.4% | 205% | 103 | 35.92% | 2 |
|
| 5521 |
5521
Graney & King
Latham,
New York
| US$2.78億 | +US$9272萬 | +50% | 12.7% | – | 388 | 6.19% | 1.3 |
|
| 5522 |
5522
Quad-Cities Investment Group
Davenport,
Iowa
| US$2.78億 | +US$2737萬 | +11% | 11.1% | 67.3% | 220 | 14.09% | 4.1 |
|
| 5523 |
5523
Equity Wealth Partners
Independence,
Missouri
| US$2.78億 | +US$1.24億 | +80% | 13.1% | – | 110 | 31.82% | 0.5 |
|
| 5524 |
5524
Fearnley Asset Management
Oslo,
| US$2.78億 | -US$2791萬 | -9% | 11.3% | – | 21 | 33.33% | 0.4 |
|
| 5525 |
5525
SFG Wealth Management
Towson,
Maryland
| US$2.78億 | +US$3516萬 | +14% | 15.3% | 86.3% | 125 | 29.6% | 1.7 |
|